WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 236.39

-2.8%

Jan 23 9:30 AM EST

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To: Ausdauer who wrote (8316)	12/9/1999 5:59:00 PM
From: nealm	Read Replies (1) of 60323

Ausdauer, A few of the companies I follow started as fabless and transitioned to fab owning/operating. XLNX, ALTR, RFMD. In the case of RFMD (GaAs) the companies profits have increased proportional to fab capacity. For XLNX and ALTR they've have a reliable supply of 0.18micron (Silicon) chip supply which can be obtained by remaining fabless. I'm still studing the case for SNDK, but I think it's a natural part of the maturation of their product. Neal P.S. Do you still remember the dogs days of October? Makes me glad I stuck with the winners when the market was wrong.

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